Client Service Specialist
As a client service specialist, Yaeji performs a number of critical tasks in support of Plena Wealth Advisors clients and advisors. With thorough reports, projections and analyses, she provides direct services to clients and back-office support to the planning process.
Yaeji is dedicated to providing client-centered service informed by her empathy and passion for helping others. She takes pride in her role in helping people pursue their goals and financial well-being.
Prior to joining Raymond James in 2021, Yaeji had been a financial planning assistant for a small firm in Coquitlam where she focused on insurance issues. And while attending Western University in London, Ontario – where she earned her Bachelor of Management and Organizational Studies – she worked as a customer experience associate at a major bank branch. Yaeji is a dedicated learner, and has completed a post-graduate program in professional financial services at Fanshawe College in London, Ontario, in pursuit of a professional designation.
Outside of work, Yaeji has volunteered her time translating documents for survivors of the Korean War, and assisting with church events for veterans. She enjoys the outdoors – preferring sand and sea rather than pools, and trails instead of treadmills – and is an animal lover.
Yaeji was born in South Korea and moved to Canada when she was a grade five student. She attended elementary and high school in Vancouver, lived in Ontario to attend university, and now lives in Coquitlam.